Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

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OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.
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Over-The-Counter (OTC)

A security that is sold outside of an exchange.
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Running yield

The annual interest payment (dividend) divided by the current market price of a bond.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Oligopoly

A situation in which a market or industry is controlled by a small group of companies.
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Fundamentals

The data or information that is likely to impact a company's stock price.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.
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